Symprex Folder Permissions Manager - Exchange & Outlook Email

Copyright © 2013 Symprex Limited. All Rights Reserved.

User's Guide

Symprex Folder Permissions Manager

Version 5.2.0.

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Contents

Chapter 1 Introduction1

System Requirements1

Permissions Requirements2

Permissions for Exchange Server 2000 and 20032

Permissions for Exchange Server 20073


Exchange Server 2010 Client Throttling Policies4

Supported MAPI Versions5

Chapter 2 Tutorial6

The Main Application Window7

File Page9

Logon Dialog10

Options Dialog11

Database Logging Dialog12

Export Dialog13

Export Results Dialog14

Import Dialog15

Import Results Dialog17

Group Apply Wizard17

Group Apply Wizard - Mode Page18

Group Apply Wizard - Permissions Page19

Group Apply Wizard - Confirmation Page21

Group Apply Wizard - Working Page22

Group Apply Wizard - Finished Page23

Group Apply Results Dialog24

Templates25

Manage Templates Dialog25

Manage Template Wizard27

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Contents

Apply Template Wizard34

Chapter 3 Command Line Tool41

The Export Command41

The Apply Template Command42

Chapter 4 Appendices44

Permissions Update Modes44

Roles and Permissions45

Chapter 5 Licensing48

License Dialog48

Manual License Dialog48

Proxy Details Dialog49

Chapter 6 Copyright51

Chapter 7 Contacting Symprex52

1 Chapter 1 Introduction

1Introduction

Symprex Folder Permissions Manager is a powerful application that allows you to view and change

permissions on folders within individual mailboxes, groups and address lists, as well as on public folders.

Common sets of permissions can be stored within templates and applied as desired to make repetitive

tasks much simpler. Permissions can be applied to a folder and its sub folders, or to any set of folders on

the server, and specified permissions can be appended, replaced, removed or updated.

Symprex Folder Permissions Manager is also the perfect tool for maintaining and enforcing permissions

on mailbox folders and public folders according to a defined security policy. For example, it is easy to

ensure that all receptionists have Reviewer permissions on all Calendar folders, or that all users have

Author permissions on all Contact folders. An additional included command line tool allows scheduled

application of permissions.

Before installing Symprex Folder Permissions Manager, please ensure that your computer meets the

minimum system requirements. In addition, your domain account will require the appropriate Microsoft

Exchange Server permissions in order to work correctly.

About Symprex

Symprex is one of the leading companies in the world for add-on solutions for Microsoft Outlook and

Microsoft Exchange Server. Please see Symprex.com for more information about Symprex and the

solutions we offer.

System Requirements

Symprex Folder Permissions Manager minimum system requirements are:

Operating system software:

Microsoft Windows XP SP2 (x86 only)

Microsoft Windows Vista SP2

Microsoft Windows 7

Microsoft Windows Server 2003 SP2

Microsoft Windows Server 2003 R2 SP2

Microsoft Windows Server 2008

Microsoft Windows Server 2008 R2

Microsoft Windows Small Business Server 2008

Microsoft Windows Small Business Server 2011

Framework software:

Microsoft .NET Framework 2.0 SP2

Messaging client software:

W ith support for free/busy perm issions (Exchange Server 2007 and higher):

Microsoft Outlook 2007 SP2

Microsoft Outlook 2010

W ithout support for free/busy perm issions (Exchange Server 2003 only):

Microsoft Outlook 2003 SP2

Microsoft Exchange Server 2003 SP2

http://www.symprex.com

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1Introduction

System hardware:

CPU and memory requirements for operating system

40 MB free hard-disk space

1024 x 768 screen resolution

Folder Permissions Manager is available as a 32-bit and a 64-bit application. The 64-bit application

requires and works only with the Microsoft Outlook 2010 64-bit messaging client.

Folder Permissions Manager supports connecting to any Microsoft Exchange Server 2000, 2003, 2007 and

2010. Microsoft Exchange Server 2010 must have Update Rollup 1 or later applied.

Note For Exchange Server 2010, it is important that client throttling is disabled for users of the

application. Please refer to the Exchange Server 2010 Client Throttling Policies chapter for further details.

Permissions Requirements

Symprex Folder Permissions Managerrequires that you are logged on to a domain account with the

appropriate permission on your Microsoft Exchange Server in order to modify the permission of

mailboxes. The guidelines in the following sections describe how to assign those permissions.





Permissions requirements for Exchange Server 2000 and 2003 are:

Administer information store

To assign an account the required Microsoft Exchange Server permissions on the Microsoft Exchange

Server level, follow these steps:

1. Click Start > Programs > Microsoft Exchange > System Manager.

2. Select Administrative Groups > First Administrative Group > Servers.

3. Right-click the Microsoft Exchange Server name and then click Properties.

4. On the Security tab, add and select the account to assign the required permissions to.

5. Select the following permissions from the Permissions list:


6. Click the Advanced button.

7. Verify that the Select the Allow inheritable permissions from parent to propagate to this object

and all child objects option is selected.

8. Click OK.

9. Repeat the preceding steps for each Microsoft Exchange Server that will be accessed by Symprex

Folder Permissions Manager.

Note Any account that is a member of the Domain Admins group and none of the Exchange security


1Introduction

groups will already have the necessary permissions.


Permissions requirements for Exchange Server 2007 are:


To assign an account the required Microsoft Exchange Server permissions on the Microsoft Exchange

Server level, follow these steps:

1. Click Start > Programs > Microsoft Exchange Server 2007 > Exchange Management Shell.

2. Type the following line, and then press ENTER:

get-mailboxserver <Exchange2007> | add-adpermission -user <Account> -accessrights GenericRead, GenericWrite -extendedrights ms-Exch-Store-Admin

Where <Exchange2007> is the name of the Microsoft Exchange Server 2007 server and <Account> is

the name of the account to assign the required permissions to.

If inheritance to the individual stores is not enabled, to set the required permissions at the store level,

follow these steps:



get-mailboxdatabase <Exchange2007>\<StorageGroup>\<MailboxDatabase> | add-

adpermission -user <Account> -accessrights GenericRead, GenericWrite -extendedrights ms-Exch-Store-Admin

Where <Exchange2007> is the name of the Microsoft Exchange Server 2007 server, <StorageGroup> is

the name of the storage group, <MailboxDatabase> is the name of the mailbox database, and

<Account> is the name of the account to assign the required permissions to.


get-publicfolderdatabase identity <PublicFolderDatabase> | add-adpermission

-user <Account> -accessrights GenericRead, GenericWrite -extendedrights ms-Exch-Store-Admin

Where <PublicFolderDatabase> is the identity of the public folder database, and <Account> is the name

of the account to assign the required permissions to.



4Chapter 1 Introduction

1Introduction


Permissions requirements for Exchange Server 2010 are:


To assign an account the required Microsoft Exchange Server permissions, follow these steps:

Note It does not work to assign permissions on the Microsoft Exchange Server level because inheritance

to store level cannot be enabled on Microsoft Exchange Server 2010.



get-mailboxdatabase | add-adpermission -user <Account> -accessrightsGenericRead, GenericWrite -extendedrights ms-Exch-Store-Admin

Where <Account> is the name of the account to assign the required permissions to.

Note: When a new mailbox database is created step 2 must be repeated.


get-publicfolderdatabase | add-adpermission -user <Account> -accessrightsGenericRead, GenericWrite -extendedrights ms-Exch-Store-Admin

Where <Account> is the name of the account to assign the required permissions to.



Exchange Server 2010 Client Throttling Policies

In order for Symprex Folder Permissions Manager to function correctly on Exchange Server 2010, it is

necessary to disable client throttling for users of the application. This can be accomplished as follows:

1. On a computer that hosts the Microsoft Exchange Management Shell, open the Microsoft Exchange

Management Shell.

2. Type the following command:

New-ThrottlingPolicy <Policy>


Set-ThrottlingPolicy <Policy> -RCAMaxConcurrency $null -RCAPercentTimeInAD $null -

RCAPercentTimeInCAS $null -RCAPercentTimeInMailboxRPC $null -EWSMaxConcurrency $null -

EWSPercentTimeInAD $null -EWSPercentTimeInCAS $null -EWSPercentTimeInMailboxRPC $null

-EWSMaxSubscriptions $null -EWSFastSearchTimeoutInSeconds $null -EWSFindCountLimit

$null


1Introduction

4. On Exchange Server 2010 SP1 and later, type the following command:

Set-ThrottlingPolicy <Policy> -CPAMaxConcurrency $null -CPAPercentTimeInCAS $null -

CPAPercentTimeInMailboxRPC $null


Set-Mailbox "<Account>" -ThrottlingPolicy <Policy>

where <Policy> is the name of the policy and <Account> is the name of the account to which the policy

will be assigned.

Note Repeat step 5 for each user that uses Symprex Folder Permissions Manager.

Note Changes to client throttling policies will not become effective immediately on your Exchange Server;

please allow some time for the changes to become effective.

Supported MAPI Versions

Symprex Folder Permissions Manager uses the Microsoft Messaging API (MAPI) to connect to Exchange

Server. There are a number of versions of MAPI available; the following table sets out which versions are

compatible with this product:

MAPI Version Exchange Server

2003 2007 2010

Outlook 2007 SP2 and 2010 (OLMAPI32.

DLL)

Outlook 2003 SP2 (MSMAPI32.DLL)

Exchange Server 2003 SP2 (MAPI32.DLL)

Exchange MAPI CDO (EXMAPI32.DLL) N ot supported by Folder Perm issions Manager

Note: In order to connect to Exchange Server 2007 or higher, you must use the MAPI library installed by

Outlook 2007 SP2 or Outlook 2010. Installing Outlook on Exchange Server 2003 is not supported by

Microsoft.

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Symprex Folder Permissions Manager is started by clicking its icon in the program group. When first

started, an evaluation license will be automatically granted that will restrict the functionality of the

application. Once you have obtained a valid license, please refer to the section about licensing.

After the splash screen has been displayed, you will be automatically prompted to logon to Exchange;

please refer to the section about the logon dialog for further information. After successfully logging on,

the main application window will be initialised. From here, you can:

manage permission on individual folders

apply permissions to groups of mailboxes or Public Folders

export or import permissions to external files

manage and apply templates

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The Main Application Window

The main application window has several areas, as shown below:

The ribbon at the top of the window provides access to all of the functions in the application. The ribbon

can be collapsed to provide more area for the main content of the window by clicking the arrow in the

top right-corner. The buttons in the ribbon will be available according to the current selection in the main

window. When you are logged on to Exchange, the server to which you are connected is displayed in the

status bar at the bottom of the window. Further details and options about the application can be found

by clicking the File button, which will display the File page. If you have not logged on to Exchange, click

the Logon button in the File group to display the Logon dialog.

The left-hand side of the window displays a tree of your Exchange system, including all address lists,

distribution lists, mailboxes and folders for each mailbox, and the Public Folders. Expanding the nodes

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(either by double-clicking the node itself or clicking the expansion box to the left of the node) will reveal

the contents of that node.

The right-hand side of the window displays the permissions for the currently selected folder from the

Exchange system tree (when a non-folder node is selected, the controls will be disabled).

The main list shows the users who have permissions on the selected folder. The list may be changed by

using the Add and Remove buttons, or you may view the properties of an existing user in the list by

clicking the Properties button. Below the list, the permissions that the selected user has are displayed. To

change the permissions, either select the pre-defined role from the drop-down list or set custom

properties using the appropriate check boxes.

Note Please refer to the Roles and Permissions Appendix for further details about permissions.

By default, the permissions are only applied to the selected folder. To apply the permissions to all of the

child folders, check the Apply permissions to sub-folders option. Notice that this will replace any

permissions on a ll sub-folders of the current folder with those currently defined.

Once you are happy with the changes made, click the Apply Permissions button. Alternatively, to restore

the original permissions as currently set, click the Refresh Permissions button.

Permissions can be copy-and-pasted between folders, as follows:

1. Select the folder from which you wish to copy permissions

2. Click the Copy button in the Edit group of the ribbon (all of the permissions will be copied)

3. Select the folder on which you wish to set the permissions

4. Click the Paste button in the Edit group of the ribbon (all of the permissions will be replaced with

those copied from the original folder)

5. Click the Apply Permissions button to update the folder.


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File Page

The File Page is displayed by the clicking the File button in the ribbon of the main application window.

The left side of the window has various options for working with Symprex Folder Permissions Manager.

Help: Opens the application help on the Introduction page.

Contact Us: Opens the Support Centre on the Symprex website.

Options: Opens the Options dialog to configure application settings.

Check for Updates: Checks for updates to Symprex Folder Permissions Manager

The right side of the window displays information about your license and details for Symprex Folder

Permissions Manager, such as the version number and compilation. This information can be useful if you

need to contact Symprex for technical assistance.

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Logon Dialog

The logon dialog is used to logon to an Exchange Server. It is displayed by default when Symprex Folder

Permissions Manager is started or can be accessed by clicking the Logon button in the File group of the

main application window when there is no current session.

When first used, your Windows account name will be entered in the User field. The user name entered can

be one of the following:

The name of the account in the current Windows domain (for example, "MyAccount")

The domain qualified name for the account (for example, "MYDOMAIN\MyAccount")

The user principle name for the account (for example, "[email protected]")

Note You do not need to create a mail profile in order to logon; however, the account must be mailbox-

enabled and have the appropriate administrative privileges for the product.

In normal circumstances, the application will use the user name entered to automatically detect the

appropriate details to complete the logon. For example, when logging on to an Exchange Server 2010

environment, the appropriate Client Access Server or Client Access Array is detected using Active

Directory. However, there may be occasions when you wish to enter the specific server to which the

application should connect. In this case, uncheck the Auto-Detect Logon Details option and enter the

name of the specific server to which you wish to connect in the Server field.

Important The server specified must be a valid Exchange Server available in Active Directory; it is not

possible to specify a Client Access Array or other load balancing server. This is to ensure that the

application is able verify the details of the server to which you are connecting and establish the

connection appropriately.

Note Depending on the version of Exchange Server being used, the specified server must have the

correct role installed; for example, in Exchange Server 2010, the server must have the "Client Access" role

installed.


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Options Dialog

The options dialog is opened by select the File page in the main application window and clicking the

Settings button.

The following settings can be modified:

Language: Allows you to specify the language used by the application. This will default to your current

Windows language (if available) or you can choose a specific language from the drop-down list.

Templates: Selects the directory in which permission templates are stored. For further information, see

the section on the Manage Templates dialog.

Automatically logon to Exchange Server at start-up: Checking this option will cause the application to

automatically logon to Exchange Server using the last user that successfully connected using the Logon

dialog.

Warn if the MAPI library does not support free/busy: The default Calendar in Exchange Server 2007

and higher has extended permissions to allow other users to determine a user's schedule. In order to

obtain this information, the MAPI library being used by the application must be able to understand these

Free/Busy settings; if it does not, a warning message is displayed when the application starts. If this

option is not checked, the message is not displayed. For more information, check the supported MAPI

versions for this product.


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Colour Scheme: Allows you to choose the colour scheme for the main application window.

If you wish to configure a Microsoft SQL Server database to collect logging information about

permissions changes made to folders, click the link to open the Database Logging Dialog.

To accept the changes you have made, click the OK button. Otherwise, click the Cancel button to close the

dialog.

Database Logging Dialog

The Database Logging Dialog is opened from the link on the main Options dialog.

Note In order to use database logging, you will need to create an appropriate database. Please contact

Symprex for assistance.

The Connection Settings section determines how the application connects to the Microsoft SQL Server

database that will record the changes. The SQL Server name and Database name must always be

specified. You should then choose the appropriate method for connecting to the database, either using

Integrated Security or by specifying a user name and password.


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The Database Options section provides additional settings. To prevent your database from becoming

full, you may choose to automatically delete records that are older than a specified number of days.

Note It is the responsibility of you and your organisation to ensure that the database is maintained and

backed up as appropriate.

To test the configuration, click the Test button; this will use the settings entered to establish a connection

to the server specified.

Important The Test button does not verify the permissions; you must ensure that your logon has the

EXECUTE permission on the stored procedures in the database.

To accept the changes you have made, click the OK button. Otherwise, click the Cancel button to close the

dialog.

Export Dialog

The Export dialog is opened by selecting an address list, distribution list, mailbox or Public Folder in the

main application window and clicking the Export button in the Tools group.

You can configure the export as follows:

Export File: Specifies the name of the export file to be generated. A default name will be entered

based on the selected object and you will be warned if the file already exists before the export starts.


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Format: Determines the format of the export file, which can be either XML or Comma-Separated

Values (CSV) for use in Microsoft Office Excel (and other tools). Notice that changing the export format

will automatically change the extension of the export file.

Include Mailboxes in child groups: Specifies that mailboxes from all child groups within the selected

mailbox group will be included in the export. O nly used when exporting a ma ilbox group list.

Include child Public Folders: Specifies that child Public Folders in the selected Public Folder will be

included in the export. O nly used when exporting a Public Folder .

Show results when export completes: Specifies the Export Results dialog will be displayed on the

export has completed.

Note A mailbox group is a generic term for either a distribution list or an address list.

Note If you check the "Include mailboxes in child groups" option, you should be aware that this can

significantly increase the export time, especially when exporting the Global Address List. This is because

the export will examine a ll child groups and ensure that a mailbox is only included once in the export.

When you are ready to continue, click the Export button; the dialog will expand to show progress and can

be cancelled if required. Alternatively, click the Cancel button to close the dialog. The permissions export

can later be imported to Exchange using the Import dialog.

Export Results Dialog

The Export Results dialog is displayed after an export has been completed using the Export dialog and

the Show results when export completes option was checked.


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The dialog displays a list of all of the mailboxes or Public Folders that were included in the export, and

the status for each object. If an object fails to be exported, the relevant node can be expanded to obtain

further details. Any of the nodes under the Errors node can be double-clicked to view the details of the

error(s) that occurred. The results can also be saved to a log file by clicking the Save... button. Selecting

the Only save details of the errors that occurred option will cause only mailbox or Public Folders that

failed to be exported to be included in the log file.

Import Dialog

The Import dialog is opened by clicking the Import button in the Tools group in the main application

window


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The dialog can import any file previous exported using the Export dialog, either in XML or CSV format.

Notice that the original object that was exported does not need to be selected to perform an import; the

contents of the file will be examined and the appropriate objects updated according to the settings. You

can configure the import as follows:

Import File: Specifies the name of the file to be imported.

Import Options: Select the appropriate mode for importing the contents of the file.

Use address and paths when opening objects: By default, the import will be performed using the

Entry IDs of the objects contained in the file. However, in some circumstances (such as migrating

between Exchange Servers), the Entry IDs can change and hence, the import will fail. By selecting this

object, mailboxes will be identified using their Active Directory address, and mailbox folders and Public

Folders will be identified using their path.

Show results when import completes: Specifies the Import Results dialog will be displayed on the

import has completed.

Note For details on how the various modes work, please review the Permissions Update Modes

appendix.

When you are ready to continue, click the Import button; the dialog will expand to show progress and

can be cancelled if required. Alternatively, click the Cancel button to close the dialog.


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Import Results Dialog

The Import Results dialog is displayed after an import has been completed using the Import dialog and

the Show results when import completes option was checked.

The dialog displays a list of all of the mailboxes or Public Folders that were imported, and the status of

each object. If an object fails to be imported, the relevant node can be expanded to obtain further details.

Any of the nodes under the Errors node can be double-clicked to view the details of the error(s) that

occurred. The results can also be saved to a log file by clicking the Save... button. Selecting the Only

save details of the errors that occurred option will cause only mailbox or Public Folders that failed to be

import to be included in the log file.

Group Apply Wizard

The Group Apply Wizard is started by selecting an address list, distribution list, mailbox, mailbox folder

or Public Folder in the main application window and clicking the Group Apply button in the Tools group.


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When the wizard is started for the first time, the Welcome page is displayed. To prevent it from being

displayed again in the future, select the Do not show this welcome page the next time I run this

wizard option.

When you are ready, click the Next button to proceed to the Mode page or click the Cancel button to

close the wizard.

Group Apply Wizard - Mode Page

The Mode page of the Group Apply Wizard determines how the permissions will be applied to selected

object.


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Choose the appropriate mode from the options available and then either click the Next button to

proceed to the Permissions page, the Back button to return to the Welcome page, or the Cancel button

to close the wizard.


appendix.

Group Apply Wizard - Permissions Page

The Permissions page of the Group Apply Wizard configures which permissions will be applied to

selected object.


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The left side of the page displays the folder types appropriate to the object being update:

For individual mailboxes and mailbox groups, the list will contain the mailbox root and the various

default folder types (note that some default folder types, such as "RSS Feeds" are not defined on older

version of Exchange).

For mailbox folders, the list will contain just the selected folder.

For Public Folders, the list will contain the types of items that can be stored in a Public Folder.

Select the appropriate folders for which permissions will be updated.

Note A mailbox group is a generic term for either a distribution list or an address list.


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There are the following additional options for updating folders:

Apply to sub-folders: Specifies that the sub-folders of the chosen folder types will be updated. For

example, if the Inbox is selected and this option checked, any sub-folders of the Inbox for each mailbox

will also be updated.

Apply to child groups: Specifies that the wizard will update mailboxes within child groups of the

selected mailbox group. This option is only ava ilable when a ma ilbox group is selected.

Note If you check the "Apply to child groups" option, you should be aware that this can significantly

increase the time the wizard takes to complete, especially when processing the Global Address List. This is

because the wizard will examine a ll child groups and ensure that a mailbox is only included once during

the update.

The right side of the page configures the permissions to be applied to the selected folders of the object

being updated. The list of users may be changed by using the Add and Remove buttons, or you may

view the properties of an existing user in the list by clicking the Properties button. Below the list, the

permissions that the selected user will be given are displayed. To change the permissions, either select

the pre-defined role from the drop-down list or set custom properties using the appropriate check

boxes.

Note Please refer to the Roles and Permissions Appendix for further details about permissions.

Note If the wizard is running in Remove mode, the controls for the permissions will be disabled and each

user will be displayed as "<Remove>".

Important If the wizard is running in Overwrite mode, the Anonymous user will be removed unless it is

explicitly added to the list. If Overwrite mode is selected, the Default and Anonymous users will be

automatically included in the list unless they are manually removed.

When the folders and permissions have been configured as required, either click the Next button to

proceed to the Confirmation page, the Back button to return to the Mode page, or the Cancel button to

close the wizard.

Group Apply Wizard - Confirmation Page

The Confirmation page of the Group Apply Wizard previews the settings made in the wizard before they

are applied to the selected object.


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If the settings have been configured as required, click the Next button to start the wizard, which will

display the Working page. Otherwise, click the Back button to return to the Permissions page, or the

Cancel button to close the wizard.

Group Apply Wizard - Working Page

The Working page of the Group Apply Wizard is displayed by the wizard whilst the permissions are being

applied to the selected object.


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The bar gives an indication of how much progress the wizard has made and once enough objects have

been processed, an estimate of the remaining time will be displayed. If necessary, click the Cancel button

to stop the wizard and return to the Confirmation page. When the wizard has completed, the Finished

page will be displayed.

Note If you cancel the wizard, any changes already applied will not be reversed.

Group Apply Wizard - Finished Page

The Finished page of the Group Apply Wizard is displayed by the wizard once the permissions have been



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The overall result of the wizard will be displayed as appropriate. To view the results of applying the

permissions in the Results dialog, select the Display the results when I close the wizard option. When

ready, click the Finish button to close the wizard.

Note If an errors were encountered by the wizard, the Display the results when I close the wizard

option will be automatically selected.

Group Apply Results Dialog

The Group Apply Results dialog is displayed after the Group Apply wizard has finished and the Display

the results when I close the wizard option was checked.


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The dialog displays a list of all of the mailboxes or Public Folders that were updated by the wizard, and

the status for each object. For each object, there is a node that can be expanded to display the

permissions that were applied and/or any errors that occurred. Any of the nodes under the Errors node

can be double-clicked to view the details of the related error. The results can also be saved to a log file

by clicking the Save... button. Selecting the Only save details of the errors that occurred option will

cause only mailbox or Public Folders that have errors to be included in the log file.

Templates

The Templates feature of the application allows the administrator to create a set of standard permissions

to be applied to Mailboxes and Public Folders. The following sections describe how to manage and apply

those templates.

Manage Templates Dialog

The Manage Templates dialog is opened by clicking the Manage Templates button in the Templates

group in the main application window.


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The main part of the dialog displays a list of the templates available in the templates directory. The view

can be changed by clicking either the Icons or Details button.

Note The templates directory is specified in the Options dialog.

To create a new template, click the New button; this will start the Manage Template Wizard in create

mode.

To modify an existing template, select the template in the list and click the Edit button; this will start the

Manage Template Wizard in modify mode.

To delete an existing template, select the template in the list and click the Delete button.

If templates have been created in a previous version of Symprex Folder Permissions Manager, they can

be imported by clicking the Import button. A dialog will be displayed to select the existing templates

database. Once the database has been processed, a confirmation dialog will be displayed confirming the

number of templates imported. The imported templates will automatically appear in the list.

Note If there are templates in the import template which have names that match any existing templates,

then the imported templates will be updated with a unique number to identify them.


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Manage Template Wizard

The Manage Template Wizard is started using the Manage Templates dialog.

The wizard can either create a new template or modify an existing template. The chapters in this section

describe the process for creating a new template; when modifying an existing template, the wizard

behaves in much the same way.



wizard option.


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When you are ready, click the Next button to proceed to the Options page or click the Cancel button to

close the wizard.

Manage Template Wizard - Options Page

The Options page of the Manage Template Wizard configures the basic settings for the template.

The following options can be configured for the template:

Name: Specifies the name of the template. This name must be unique for new templates; for existing

templates the current name will be entered automatically.


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Apply Mode: Determines how the permissions defined in the template will be update when the

template is applied.

Modified Objects: Determines the type of objects to which the the template can be applied.

Note The name of the template must be unique. You will be warned if the name entered is already in use

by another template.


appendix.

When the template has been configured as appropriate, either click the Next button to proceed to the

Permissions page, the Back button to return to the Welcome page, or the Cancel button to close the

wizard.

Manage Template Wizard - Permissions Page

The Permissions page of the Manage Template Wizard configures which permissions will be applied to

by the template.


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The left side of the page displays the folder types appropriate to the configuration of the template:

If the template has been configured to modify mailboxes, a list will be displayed containing the mailbox

root and the various default folder types (note that some default folder types, such as "RSS Feeds" are

not defined on older version of Exchange).

If the template has been configured to modify For Public Folders, a list will be displayed containing the

types of items that can be stored in a Public Folder.

The right side of the page configures the permissions to be applied by the tempate. The list of users may

be changed by using the Add and Remove buttons, or you may view the properties of an existing user in

the list by clicking the Properties button. Below the list, the permissions that the selected user will be


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given are displayed. To change the permissions, either select the pre-defined role from the drop-down

list or set custom properties using the appropriate check boxes. If the Apply same permissions to all

folders option is selected, the permissions will be applied to all of the selected folders; if it is not

selected, the permissions must be configured for each selected folder.

Note Please refer to the Roles and Permissions Appendix for further details about permissions. Notice

that the Read group will always show the extended Free/Busy permissions used by the Calendar folder on

Exchange Server 2007 and higher. When applied to folders other that the Calendar folder, the Free/Busy

Time and Free Busy Time, Subject, Location permissions will be ignored and the permission applied

will be None.

Note If the template has been configured to remove permissions, the controls for the permissions will be

disabled and each user will be displayed as "<Remove>".

Important If the template has been configured to use Overwrite mode, the Anonymous user will be

removed unless it is explicitly added to the list. If Overwrite mode is used, the Default and Anonymous

users will be automatically included in the list unless they are manually removed.

When the folders and permissions have been configured as required, either click the Next button to

proceed to the Ready To Save page, the Back button to return to the Options page, or the Cancel button

to close the wizard.


2Tutorial

Manage Template Wizard - Ready To Save Page

The Ready To Save page of the Manage Template Wizard confirms that you wish to save the template.

If the template is configured as required, click the Next button to save the template, which will display the

Finished page. Otherwise, click the Back button to return to the Permissions page, or the Cancel button to

close the wizard.


2Tutorial

Manage Template Wizard - Finished Page

The Finished page of the Manage Template Wizard is displayed by the wizard once the template has

been successfully saved.

When ready, click the Finish button to close the wizard and return the Manage Templates dialog. If a new

template has been created, it will be added to the list of templates.


2Tutorial

Apply Template Wizard

The Apply Template Wizard is started by selecting an address list, distribution list, mailbox or Public

Folder in the main application window and clicking the Apply Template button in the Templates group.



wizard option.

When you are ready, click the Next button to proceed to the Select Template page or click the Cancel

button to close the wizard.


2Tutorial

Apply Template Wizard - Select Template Page

The Select Template page of the Apply Template Wizard allows you to choose the template to applied to

the selected object.

The main part of the page lists the templates that can be applied to the selected object (for example, if a

Public Folder is selected, only templates that are configured to modify Public Folders will be displayed).

The view can be changed by clicking either the Icons or Details button.

There are the following additional options for applying the template:

Apply to Sub-Folders: Specifies that the sub-folders of the folders updated by the template will also


2Tutorial

be updated. For example, if the template is configured to update the Inbox folder and this option

checked, any sub-folders of the Inbox of each mailbox will be updated.

Apply to Child Groups: Specifies that the template will also update mailboxes within child groups of

the selected mailbox group. This option is only ava ilable when a ma ilbox group is selected.

Note If you check the "Apply to Child Groups" option, you should be aware that this can significantly

increase the time the wizard takes to complete, especially when applying the template to the Global

Address List. This is because the wizard will examine a ll child groups and ensure that a mailbox is only

included once during the update.

Once the appropriate template has been selected, either click the Next button to continue to the Ready

To Apply page, click the Back button to return to the Welcome page, or click the Cancel button to close

the wizard.

Apply Template Wizard - Ready To Apply Page

The Ready To Apply page of the Apply Template Wizard confirms that you are ready to apply the

template.


2Tutorial

If the correct template has been selected, click the Next button to start the wizard, which will display the

Working page. Otherwise, click the Back button to return to the Select Template page, or the Cancel

button to close the wizard.

Apply Template Wizard - Working Page

The Working page of the Apply Template Wizard is displayed by the wizard whilst the permissions

defined in the template are being applied to the selected object.


2Tutorial

The bar gives an indication of how much progress the wizard has made and once enough objects have

been processed, an estimate of the remaining time will be displayed. If necessary, click the Cancel button

to stop the wizard and return to the Ready To Apply page. When the wizard has completed, the Finished

page will be displayed.

Note If you cancel the wizard, any changes already applied will not be reversed.

Apply Template Wizard - Finished Page

The Finished page of the Apply Template Wizard is displayed by the wizard once the template has been



2Tutorial

The overall result of the wizard will be displayed as appropriate. To view the results of applying the

template in the Results dialog, select the Display the results when I close the wizard option. When

ready, click the Finish button to close the wizard.

Note If an errors were encountered by the wizard, the Display the results when I close the wizard

option will be automatically selected.


2Tutorial

Apply Template Result Dialog

This section will describe the Apply Template Results dialog.

The dialog displays a list of all of the mailboxes or Public Folders that were updated by the template, and

the status for each object. For each object, there is a node that can be expanded to display the

permissions that were applied and/or any errors that occurred. Any of the nodes under the Errors node

can be double-clicked to view the details of the related error. The results can also be saved to a log file

by clicking the Save... button. Selecting the Only save details of the errors that occurred option will

cause only mailbox or Public Folders that have errors to be included in the log file.

41 Chapter 3 Command Line Tool

3Command Line Tool

Symprex Folder Permissions Manager has a powerful command line utility that can be used to automate

certain tasks using the Windows Task Scheduler. The utility, fpmcmd.exe, can be found in the main

installation directory of the product, which is typically C:\Program Files\Symprex\Folder

Permissions Manager. To view help for the utility, start a command line prompt and type the

following:

fpmcmd.exe help

The utility supports the following commands:

Export

Apply Template

The Export Command

This command of the command line utility exports an address list, distribution list, mailbox or Public

Folder. To view help for this command, start a command line prompt and type the following:

fpmcmd.exe help export

The command supports the following switches:

Switch Description

/U=<user> Specifies the user to logon to Exchange Server.

/S=<server> Specifies the Exchange Server; this switch is optional and if omitted, the

appropriate server will be automatically detected.

/FMT=<fileformat>

Specifies the format of the exported file; supported formats are 'XML' and

'CSV'. If the format switch is omitted, the format is determines from the

extension of the export file.

/EF=<export path> Specifies the full path to the export file.

/MB=<path> Specifies the path to the mailbox to be exported, for example:/MB="Global Address List\Adam James"

/AL=<path> Specifies the path to the address list to be exported, for example:/AL="All Address Lists\Sales Team"

/DL=<path> Specifies the path to the distribution list to be exported, for example:/DL="All Address Lists\All Groups\Support Team"

/PF=<path> Specifies the path to the Public Folder to be exported, for example:/PF="Public Folders\All Public Folders"

/IC[=Yes/No] Specifies if children of the specified object being exported should be included.

For address lists and distribution lists, this will include any mailboxes in child

lists of the list (default is No). For Public Folders, this will include child folders

of the folder (default is Yes). For mailboxes, this switch has no effect and is

ignored.

/LOGFILE=<log> Specifies the output log file. If no directory is included, the file is written to the

application directory. The name of the file can include the #date# and

42Chapter 3 Command Line Tool

3Command Line Tool

#time# tokens, which will be replaced by the current date (in the format

YYYYMMDD) and time (in the format HHMMSS) respectively. Notice any existing

file will be overwritten.

/MAILTO=<mailTo> Specifies the distribution list for sending the log file. The /LOGFILE switch

must be specified for the log to be generated. The list must comprise a set of

valid e-mail address, separated by semi-colons (;).

IMPORTANT: In order for the e-mail to be sent, the user specified by the /U

argument must be present in the Global Address List.

/SMTPSVR=<server> Specifies the SMTP for sending the distribution list. If not specified, the local

machine is used.

/SMTPPORT=<port> Specifies the SMTP port for sending the distribution list. If not specified, the

default port for sending SMTP e-mails is used.

For example, to export the Support Team distribution list to an XML file, the following command could be

used:

fpmcmd.exe export /U=Administrator /EF="C:\Exports\Support Team.xml" /DL="AllAddress Lists\All Groups\Support Team"

The Apply Template Command

This command of the command line utility applies a pre-defined template to an address list, distribution

list, mailbox or Public Folder.

Note Templates should be created using the main application; see the Manage Templates dialog for

further information.

To view help for this command, start a command line prompt and type the following:

fpmcmd.exe help applytemplate

The command supports the following switches:

Switch Description

/U=<user> Specifies the user to logon to Exchange Server.

/S=<server> Specifies the Exchange Server; this switch is optional and if omitted, the

appropriate server will be automatically detected.

/T=<template> Specifies the full path to the template

/MB=<path> Specifies the path to the mailbox to which the template will be applied, for

example:/MB="Global Address List\Adam James"

/AL=<path> Specifies the path to the address list to which the template will be applied, for

example: /AL="All Address Lists\Sales Team"

43 Chapter 3 Command Line Tool

3Command Line Tool

/DL=<path> Specifies the path to the distribution list to which the template will be applied,

for example:/DL="All Address Lists\All Groups\Support Team"

/PF=<path> Specifies the path to the Public Folder to which the template will be applied, for

example:

/PF="Public Folders\All Public Folders"

/IC[=Yes/No] Specifies if children of the specified object being exported should be included.

For address lists and distribution lists, this will include any mailboxes in child

lists of the list (default is No). For Public Folders and mailboxes, this switch has

no effect and is ignored.

/SF[=Yes/No] Specifies if sub-folders of mailbox folders should be modified (default is Yes)

/LOGFILE=<log> Specifies the output log file. If no directory is included, the file is written to the

application directory. The name of the file can include the #date# and #time#

tokens, which will be replaced by the current date (in the format YYYYMMDD)

and time (in the format HHMMSS) respectively. Notice any existing file will be

overwritten.

/MAILTO=<mailTo> Specifies the distribution list for sending the log file. The /LOGFILE switch

must be specified for the log to be generated. The list must comprise a set of

valid e-mail address, separated by semi-colons (;).

IMPORTANT: In order for the e-mail to be sent, the user specified by the /U

argument must be present in the Global Address List.

/SMTPSVR=<server> Specifies the SMTP for sending the distribution list. If not specified, the local

machine is used.

/SMTPPORT=<port> Specifies the SMTP port for sending the distribution list. If not specified, the

default port for sending SMTP e-mails is used.

For example, to apply a template to the Support Team distribution list, the following command could be

used:

fpmcmd.exe applytemplate /U=Administrator /T="C:\Templates\Sample Template.spt" /DL="All Address Lists\All Groups\Support Team" /SF=Yes

Note The directory where templates are stored is specified in the Options dialog.

44Chapter 4 Appendices

4Appendices

This section contains additional information for using Symprex Folder Permissions Manager.

Permissions Update Modes

Various functions in Symprex Folder Permissions Manager allow permissions to be updated in bulk:

The Import dialog.

The Group Apply Wizard.

Templates (configured using the Manage Templates dialog and applied using the Apply Template

Wizard).

How the permissions are updated is determined by the mode chosen. The following sections describe

those modes with examples of how permissions will be changed.

Append

When Append mode is used, only new permissions will be applied; any existing permissions will remain

unaltered. For example:

Permissions To Apply Existing Permissions Result

Aaron Fraser: Reviewer

Brandon Mackay: Author

Default: None

Aaron Fraser: Contributor

Caitlin Jackson: Publisher

Anonymous: None

Default: None




Anonymous: None

Overwrite

When Overwrite mode is used, all existing permissions will be removed and replaced by the new

permissions (except for the Default user; this is always retained). For example:




Default: None



Anonymous: None

Default: None



Note In this example, the Anonymous user has been removed. It can be re-instated if required using

either the main application window, by using a template, or by using the Group Apply dialog.

Overwrite, No Delete

When Overwrite, No Delete mode is used, matching permissions will be overwritten and replaced by the

new permissions but existing permissions will be retained. For example:


Aaron Fraser: Reviewer Default: None Default: None

45 Chapter 4 Appendices

4Appendices

Brandon Mackay: Author Aaron Fraser: Contributor


Anonymous: None




Anonymous: None

Update

When Update mode is used, only the matching permissions will be updated; new permissions will not be

added. For example:




Default: None



Anonymous: None

Default: None



Anonymous: None

Remove

When Remove mode is used, the specified permissions will be removed ((except for the Default user; this

is always retained). For example:

Permissions To Remove Existing Permissions Result

Aaron Fraser

Brandon Mackay

Default: None



Anonymous: None

Default: None


Anonymous: None

Roles and Permissions

This section describes the pre-defined roles and individual permissions that can be applied using

Symprex Folder Permissions Manager.

Roles

The following roles are pre-defined:

Role Description

Owner Grants all permissions in the folder. Create, read, modify, and delete

all items and files and create subfolders. The owner can also change

permission levels that others have for the folder.

Publishing Editor Grants permission to create, read, modify and delete all items and

files, and create subfolders.

Editor Grants permission to create, read, modify, and delete all items and

files.

46Chapter 4 Appendices

4Appendices

Publishing Author Grants permission to create and read items and files, modify and

delete items and files you create, and create subfolders.

Author Grants permission to create and read items and files, and modify and

delete items and files you create.

Nonediting Author Grants permission to create and read items and files.

Reviewer Grants permission to read items and files only.

Contributor Grants permission to create items and files only. The contents of the

folder do not appear.

Free/Busy Time, Location,

Subject

Grants permission to free/busy time, location and subject. The

contents of the folder do not appear. Only available on default

Calendar folder with Outlook 2007 and later on Exchange 2007 and

later.

Free/Busy Time Grants permission to free/busy time. The contents of the folder do not

appear. Only available on default calendar folder with Outlook 2007

and later on Exchange 2007 and later.

None Grants no permission in the folder. Use this as the default permission

when you want to limit the folder audience to only users you

specifically add to the Name/Role box.

Individual Permissions

The following individual permissions can be applied:

Read Permissions

The following table describes the effect of the read permissions that can be set.

Permission Description

None Grants no permissions.

Free/Busy Time Grants permission to free/busy time. Only available on default

Calendar folder with Outlook 2007 and later on Exchange 2007 and

later.

Free/Busy Time, Location,

Subject

Grants permission to free/busy time, location and subject. Only

available on default calendar folder with Outlook 2007 and later on

Exchange 2007 and later.

Full Details Grants permission to open any item in the folder.

Write Permissions

The following table describes the effect of the write permissions that can be set.

Option Description

Create Items Grants permission to post items in the folder.

Create Subfolder Grants permission to create subfolders in the folder.

47 Chapter 4 Appendices

4Appendices

Edit Own Allows you to modify items you create.

Edit All Allows you to modify any item.

Delete Items

The following table describes the available options for deleting items, only one of which can be selected:

Option Description

None Does not allow you to delete any item.

Own Allows you to delete items you create.

All Allows you to delete any item.

Other Permissions

The following table describes the miscellaneous permissions that can be assigned:

Option Description

Folder Owner Grants all permissions in the folder.

Folder Contact Grants folder contact status. Folder contacts receive automated

notifications from the folder, such as replication conflict messages, as

well as requests from users for additional permissions or other

changes in the folder.

Folder Visible Grants permission to see the folder.

48Chapter 5 Licensing

5Licensing

This section of the help file describes how Symprex Folder Permissions Manager is licensed using either

a download key or a license supplied separately.

License Dialog

The License dialog is accessed by selecting the File tab in the main application window and clicking the

License my software link (if the application has not previously been licensed) or Change the license for

my software link (if the application has been licensed).

When you purchased the license for your software, you should have been provided with a unique

download key. Enter this key into the Download Key textbox and click the Continue button. The software

will then connect to the Symprex licensing server to download and install your license.

If the computer you wish to license does not have an Internet connection, you may be provided with a file

containing you license information. To license your software using such a file, click the Enter Manually...

button to open the Manual License dialog.

In some organisations, the computer you wish to license may connect to the Internet through a proxy

server that requires authentication. If this is the case, click the Proxy... button to open the Proxy Details

dialog.

If you experience any problems in licensing your software, please contact Symprex or your distributor for

assistance.

Manual License Dialog

If necessary, the license for your software can be entered manually by clicking the Enter Manually...

button on the License dialog.

49 Chapter 5 Licensing

5Licensing

If you have been provided with a file containing your license, select Load the license from file and

locate the appropriate file.

If you have been provided with a text-based version of your license (for example, in an e-mail), copy

the text into the clipboard.

When ready, click the Continue button. If the selected file is valid or there is valid data in the clipboard,

your license will be installed. Otherwise, please contact Symprex or your distributor for assistance.

Proxy Details Dialog

If necessary, the details of your default proxy server (as configured using Microsoft Internet Explorer) for

connecting to the Internet can be entered manually by clicking the Proxy... button on the License dialog.

50Chapter 5 Licensing

5Licensing

To connect through your default proxy server using your Windows logon credentials, check the Connect

through the proxy server specified in Internet Explorer checkbox. If you need to specify your

authentication details, check the Specify a user name and password for my proxy server checkbox, and

then enter the appropriate details in the User Name and Password boxes. When ready, click the OK

button to accept the changes or click the Cancel button to close the dialog without saving any changes.

Note: The details you enter will be stored in the registry of your computer and will be re-used amongst

all Symprex products.

51 Chapter 6 Copyright

6Copyright

Information in this document, including URL and other Internet Web site references, is subject to change

without notice. Unless otherwise noted, the example companies, organizations, products, domain names,

email addresses, logos, people, places and events depicted herein are fictitious, and no association with

any real company, organization, product, domain name, email address, logo, person, place or event is

intended or should be inferred. Complying with all applicable copyright laws is the responsibility of the

user. Without limiting the rights under copyright, no part of this document may be reproduced, stored in

or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical,

photocopying, recording, or otherwise), or for any purpose, without the express written permission of

Symprex Limited.

Symprex may have patents, patent applications, trademarks, copyrights, or other intellectual property

rights covering subject matter in this document. Except as expressly provided in any written license

agreement from Symprex, the furnishing of this document does not give you any license to these patents,

trademarks, copyrights, or other intellectual property.

Copyright © 2013 Symprex Limited. All Rights Reserved.

The names of actual companies and products mentioned herein may be the trademarks of their

respective owners.

Published: October 2013

Applies To: Symprex Folder Permissions Manager 5.2.0

52Chapter 7 Contacting Symprex

7Contacting Symprex

There are several ways to contact Symprex.

Visit Our Web Site

Our web site provides general information about Symprex and our products:


If you experience technical problems with one of our products, please visit our support page:

http://www.symprex.com/support

Contact Us by Email

Please email general enquiries about Symprex or our products to:

[email protected]

Please email sales enquiries to:

[email protected]

Please email support enquiries to:

[email protected]

Contact Your Local Reseller or Distributor

Symprex has partners and resellers in most countries. You can find your local reseller here:

http://www.symprex.com/partners/resellers

Alternatively, check for an authorised distributor here:

http://www.symprex.com/partners/distributors


http://www.symprex.com/support

mailto:[email protected]



http://www.symprex.com/partners/resellers

http://www.symprex.com/partners/distributors

Documents

Symprex Folder Permissions Manager - Exchange & Outlook Email